NASDAQ
WBD
6 stories
$78B Market cap · 2026-10-07
Paramount's $52bn $WBD debt package is FINALLY in the market. Here's the package: $32bn of IG-rated 1L bonds, the 5th-largest US high-grade sale EVER. Plus $7.5bn of loans and $12.4bn of 2L HY bonds. Paramount's existing unsecured bonds? Primed. Back of the line. Good luck and thanks for playing. Where in the cap stack are you playing? $PSKY $PARA
Along with our great guest speakers (outlined below), our Ideas & Networking Conference next Thursday, October 1st in NYC will feature a few investment ideas from yours truly. Over the years, we’ve highlighted some good ones, including: 2023 — $EFXT below $6, now $23+; $FPH below $3, now $4.65 2024 — Alphawave Semiconductor, subsequently acquired by $QCOM at a 70% premium; $MRAM below $6, now $18; $WBD below $9, now $30 2025 — Short $ORCL at $285 Plus, many more ideas along the way. We’re down to just a handful of seats for next week. Click below to register: https://t.co/NZIcFTuLGW
Paramount Settles States’ Antitrust Suit, Clearing Way for Warner Megadeal $WBD https://t.co/KG1Rtmqmvz
TSOH Weekly Roundup covers the Paramount-Warner court block, Xbox Game Pass’s subscriber shortfall and pricing reset, and Red Bull’s 28%…
@NickNemo17 I own it in size, yes. Like $WBD a year ago
Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.
Letters that discuss WBD.
Companies the stories above are also about, besides WBD.
